Choosing a Fiduciary Financial Advisor
What are your NEXT Steps?
How It Works
Here are the THREE simple steps you can take with a Synergy SMB fiduciary financial advisor right away:
- Complete your personalized Wealth Vision assessment – see where you are today versus where you want to be.
- Get a business risk risk score – is your business at high risk if something happens to you? This risk score can give you an idea of risks that exist in your small to medium sized business.
- Receive a ballpark business valuation – based on a database of thousands of businesses & what they actually sold for.
1) Wealth Vision Assessment
This is the first step to discovering and understanding your wealth vision. A fiduciary financial advisor at Synergy SMB will work with you to answer a series of questions designed to get you thinking about your investment philosophy – The 5 Ws:
- Who are you investing for?
- What are you investing for?
- Where should your assets be?
- Why are you investing?
- When do you need your money?
2) Get a Business Risk Score
Following the Wealth Vision assessment, we can offer you a business risk score FREE – offering insights about your business that could reveal serious risks. For example, if something happened to your right hand person, how much would it take to hire someone with the same experience level?
3) Ballpark Business Valuation
The next step is to perform your FREE business valuation. This 40+ page Detailed Valuation Report draws from a database of over 49,000 business sale transactions to compare your business to what other companies within your industry sold for. This can help you determine a ballpark valuation for your small business which is critical for both current planning and retirement planning.
You simply cannot make a complete financial plan without knowing what your business is worth.
Disclosure:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances, as well as the value, marketability, and economic health of the client’s business. Personalized or specialized services, levels of experience, and professional credentials or designations, should not be construed as a guarantee of client satisfaction or any particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.